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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,797 | $190,916-78.1% | $160,037-73.9% | $134,545-68.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.22% | 552.79%-557.0pp | 408.95%-413.2pp | 418.37%-422.6pp |
| Employer contribution / active EE | $5,815 | $4,996+16.4% | $4,226+37.6% | $4,742+22.6% |
| Participant deferral / active EE | $9,788 | $6,925+41.3% | $6,184+58.3% | $6,401+52.9% |
| Admin fee / account holder | $5,915 | $10,497-43.6% | $8,716-32.1% | $11,431-48.3% |